Privacy

Last updated November 2026. This policy covers yegly.com and the Yegly app (app.yegly.com and our mobile apps). It explains what we collect, why, who helps us run Yegly, and the choices you have. See also our Terms of Service.

The short version

• We don't sell or rent your information, and we don't use it for advertising.
• Bank connections are read-only. Yegly can see transactions and balances you connect; it can never move money.
• Each customer's data is kept in its own separate workspace. Only you, and the people you invite, can see it.
• You can ask us to delete your account and data at any time.

What we collect

When you use the app

• Account details: your name, email address and profile photo from Google sign-in, and any photo you upload.
• Bank information, through Plaid: account names, the last four digits of account numbers, balances, and transactions (date, amount, description, category). We never see or store your bank username or password.
• What you add: businesses, goals, tasks, deals, notes, receipts and files you upload, names you give transactions, reminders, and the people you invite.
• Yegly AI: the questions you ask and the answers, and any files you attach. Spoken answers are turned into speech from the answer text.
• Connected tools: if you connect HighLevel, the opportunities and invoices it shares. Its key is stored encrypted.
• Payments: your plan and billing history. Card details are handled by Stripe; we never see or store your full card number.
• Technical data: basic device and browser information and error reports, so we can fix problems. Error reports are scrubbed of financial details and we don't keep IP addresses in them.

When you use yegly.com

• If you join our email list: your email, optionally what kind of owner you are, who referred you and how you found us.
• If you use the contact form: your name, email, company (optional), role, topic and message, so we can reply.
• If you subscribe to the blog: your email address.
• The revenue calculator runs entirely in your browser. Nothing you type into it is sent to us.
• How people use the site, through Google Analytics: pages visited, buttons clicked, rough location and device. It uses cookies and never receives your email address.
• Which link brought you to yegly.com: the website that sent you, any campaign tags in the link (for example from a social post or an email), and the first page you saw. We keep this in a yegly.com cookie for up to 90 days, and if you create a Yegly account, we save it with your account so we know which posts, emails and ads bring people to Yegly. It's only kept when analytics is on, and it's never sold or shared.

How we use it

• To run Yegly for you: show your numbers, sort transactions, track goals, tasks and deals, send the reminders you set, and answer your Yegly AI questions.
• To keep your account secure and your data separate from everyone else's.
• To bill you, provide support, and tell you about important changes.
• To email you about Yegly if you joined our email list or blog. You can unsubscribe at any time.
• To fix bugs and improve the product, using error reports and aggregate usage.

Who helps us run Yegly

We share information only with companies that provide parts of the service, only what they need, and they may only use it to provide that service to us:

• Plaid connects your bank accounts. By connecting a bank, you agree to Plaid's End User Privacy Policy.
• Cloudflare hosts the app and its database, sends our emails, and turns Yegly AI's answers into speech.
• Anthropic powers Yegly AI. Your questions and the account information needed to answer them are sent to Anthropic, which does not use them to train its models.
• Stripe processes payments.
• Google provides sign-in, and Google Analytics on yegly.com.
• Sentry receives error reports, with financial details removed.
• HighLevel, only if you connect it.

People you invite to a business see what their role allows, and nothing from businesses you haven't shared with them. We may also disclose information if the law requires it, or to protect Yegly or its users from fraud or harm. If Yegly's business is ever sold or reorganized, your information would move with it under this policy.

How we protect it

• All traffic is encrypted (HTTPS). Bank and connected-tool keys are encrypted at rest.
• Every customer's data lives in a separate workspace, and automated tests check that no account can read another's.
• Team access is limited by role, and some pages can be kept private to the owner.

No system is perfectly secure, but we work hard to protect your information and will tell you promptly if a breach affects you.

How long we keep it

We keep your information while your account is open. If you close your account or ask us to delete your data, we delete it within 30 days, and it leaves our backups within a further 30 days. Disconnecting a bank stops new data from it. We keep billing records as long as tax law requires.

Your choices and rights

• See, correct or export your data, or ask us to delete it, by emailing [email protected].
• Disconnect any bank or connected tool at any time from the app.
• Unsubscribe from any email using the link in it, or by replying.
• Depending on where you live (for example California), you may have further rights, such as knowing what we collect and not being treated differently for using them. We honor them for everyone.

Cookies and your privacy choices

We use essential cookies to keep you signed in and to make the site work, and Google Analytics on yegly.com to understand how people use it. We don't run ads, and we don't sell or share your personal information for advertising. Analytics cookies also remember which link brought you here, so a sign-up can be credited to it. Use Privacy choices in the footer of any page to turn analytics off. That also stops us recording which link brought you. If your browser sends a Global Privacy Control signal, we treat it as that opt-out automatically.

Children

Yegly is for adults running businesses and households. It isn't meant for anyone under 18, and we don't knowingly collect information from children.

Changes

If we make important changes, we'll update this page and tell you in the app or by email before they take effect.

Who we are and how to reach us

Yegly is a trade name of WK Social LLC, an Oregon limited liability company. Questions or requests: [email protected].